Users & permissions

You can invite an unlimited number of team members to access your Hyperline account. Hyperline offers flexible roles and permissions through access control (ACL), allowing you to configure the appropriate access levels for each member of your account.

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Invite members

New members must accept the invite sent to their email address before they can access Hyperline.

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Single sign-on and provisioned members

When single sign-on and user provisioning are enabled, Google Workspace or another identity provider connected through SAML and SCIM can automatically create, update, suspend, restore, and remove memberships for this Hyperline account. Manually invited members remain supported and are not affected by identity provider changes. Provisioned memberships display a Provisioned label. While user provisioning is on, remove or suspend these memberships through the identity provider. You can edit their roles in the member list when Sync roles from identity provider groups is off and no direct SCIM role is stored. Hyperline rejects manual changes to roles managed through SCIM; update those roles in your provider instead. Turning Provision users in Hyperline off pauses membership and role updates from the provider and allows manual role edits, subject to your permissions. Re-enabling it applies the provider’s current membership and role rules again. See Single sign-on and user provisioning to choose between manual roles, SCIM user roles, and identity provider group mappings.

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Set a member’s manager

You can assign each member a manager: another member of your account. Managers describe your team hierarchy inside Hyperline. Features that need to reach someone’s manager can then resolve it automatically, such as the Manager of quote owner approver in quote approval workflows. You can also set a manager when inviting a new member, and clear it at any time. A member cannot be their own manager. For members provisioned through SAML and SCIM, you can also synchronize managers from your identity provider. Manual edits remain available, but later provisioning can overwrite them with the manager supplied by your provider.

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Transfer account ownership

The current account owner can transfer account ownership to another member from the team settings. The new owner must already be a member of the account. After the transfer, the selected member becomes the account owner and can perform owner-only actions going forward.

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Manage profile notifications

You can manage your own notification preferences from Profile > Notifications. The page is organized into:

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Notification channels

Use Notification channels to decide where Hyperline can deliver enabled personal notifications.

• Slack DM: sends direct notifications to you in Slack when Slack is connected in your workspace settings

You can use Send test to check whether Hyperline can send you a Slack DM. If Slack DM is unavailable, Slack may not be connected in your workspace settings, or Hyperline may not find a Slack user for the email address configured in your profile.

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Approval notifications

Use Approval notifications to select which approval events should notify you. For Approval requested, Hyperline notifies you when a quote requires approval from you.

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Customer notifications

Use Customer notifications to select which customer events should notify you when you are linked to the customer. You can enable or disable:

• Invoice settled
• Invoice becomes late
• Payment fails
• Payment method changes
• Payment method deleted
• Monitoring score changes
• Contract renews soon

Some events only appear when the related feature is enabled. For example, Monitoring score changes appears when Customer Intelligence is enabled. To receive a customer notification, you need both:

• The event enabled in Customer notifications
• A recipient link to the customer, either as owner, direct follower, or follower through a segment

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Followed segments

Use Followed segments to automatically follow every customer that matches a segment.

1. Go to Profile > Notifications.
2. In Followed segments, select a segment.
3. Click Add.

Following a segment affects who can receive customer notifications. It does not create a separate notification trigger. For example, if you follow a Late payment behavior segment and enable Invoice becomes late, Hyperline can notify you when a customer in that segment has a late invoice.

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Manage roles

You can create custom roles with specific permissions to provide fine-grained access for members based on your needs. By default, Hyperline creates two roles for you:

• Admin: full access to Hyperline, including the ability to manage products, plans, customers, subscriptions, and settings
• Account Manager: limited permissions and limited view on Hyperline, allowing them to manage customers, subscriptions, and invoices (ideal for account management teams)

You can also create roles for external accountants, finance teams, product and engineering teams, sales representatives, and more.

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Default role

One role is the default role. Hyperline automatically assigns this role to members created through a connected integration, such as a CRM. For provisioned members, a connection-specific default role takes precedence over this account default. See role provisioning for how SCIM roles and group mappings affect assignments. Account Manager is the default role for each newly created Hyperline account. You can set the default to another existing role at any time.

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Create new role